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Braver Wealth Management Services

Strategic Portfolio

Strategic Portfolio is a buy-and-hold strategy that remains fully invested throughout the year in mutual funds from a basket of at least ten asset classes, based on our quantitative model. After one year, we re-run our model based on the past year’s data, and reconfigure the portfolio accordingly. By holding at least ten asset classes of varying correlation to one another, our goal is to achieve a consistent return and significantly reduce volatility and draw down. The portfolio will never initially be more than 60% invested in equities nor will it allocate more than 10% of the portfolio to any one asset class. Our model also considers a few conservative allocation mutual funds that employ absolute return strategies to be assets classes themselves, further reducing risk

Year Braver Gross Return Braver Return After Fee S & P 500 Total Return Lehman Bros Gov't/Corp Bond Index
1996 18.3% 17.2% 23.1% 2.9%
1997 20.9% 19.7% 33.4% 9.8%
1998 9.2% 8.2% 28.6% 9.5%
1999 7.6% 6.6% 21.0% -2.2%
2000 5.3% 4.3% -9.1% 11.8%
2001 -1.9% -2.9% -11.9% 8.3%
2002 8.0% 7.0% -22.1% 11.0%
2003 14.5% 13.4% 28.7% 4.7%
2004 14.7% 13.6% 10.9% 4.2%
2005 14.1% 13.0% 4.9% 2.3%
2006 (9 Mos) 8.0% 7.2% 8.5% 3.0%
AVG COMP ANN RETURN 10.9% 9.8% 10.9% 6.0%

ANNUAL STD DEV

6.2% 6.1% 17.7% 4.2%


As of September 30, 2006  
Accounts in Strategic Portfolio Program: 17
Assets in Strategic Portfolio Program: $3.5 Million
Percentage of Braver's Total Discretionary Assets: 1.5%

*Please see our important disclosures page

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